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Graeme

New User

Posts: 1

Joined: 7/27/2019
Location: BRUNSWICK, Australia

User Profile 
Subject : Import/Setup Portfolio
Posted : 7/30/2019 6:45 AM
Post #46290
Just starting to use OmniTrader and want to import my shares on hand as beginning of July.

Usually to get the correct format for this I export a sample, but omnTrader doesn't appear to have this facility.

Tried the format in the help notes, but was rejected as "the entry date must occur before the exit date". As the shares have not been sold there is no exit date??

Appreciate any feedback
Deleting message 46290 : Import/Setup Portfolio


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